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Health & Wellness

Wellness is what people buy to stay healthy rather than to get better — nutrition, supplements, fitness, sleep, and preventive testing. The spending is discretionary but has proved unusually loyal.

78 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1
Vanguard Group
Vanguard Group
Pennsylvania
$6.68B +$110M 22 0.48% Increased
2
State Street
State Street
Massachusetts
$3.91B -$35.3M 18 0.46% Reduced
3
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$2.82B +$33.7M 20 0.49% Increased
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.11B -$32.3M 12 0.3% Reduced
5
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$1.9B +$51.9M 18 0.49% Increased
6
Bank of New York Mellon
Bank of New York Mellon
New York
$1.59B -$56.5M 20 0.49% Reduced
7
Northern Trust
Northern Trust
Illinois
$1.45B -$27.2M 20 0.48% Reduced
8
Wells Fargo
Wells Fargo
California
$1.33B +$138M 20 0.56% Increased
9
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.19B -$233M 4 0.66% Reduced
10
Morgan Stanley
Morgan Stanley
New York
$1.14B +$212M 22 0.42% Increased
11
Wellington Management Group
Wellington Management Group
Massachusetts
$1.12B +$80.6M 11 0.31% Increased
12
Bank of America
Bank of America
North Carolina
$1.11B +$469M 20 0.28% Increased
13
Goldman Sachs
Goldman Sachs
New York
$1.02B +$151M 17 0.35% Increased
14
JP Morgan Chase
JP Morgan Chase
New York
$981M -$509M 11 0.26% Reduced
15
Jennison Associates
Jennison Associates
New York
$972M +$12.1M 3 1% Increased
16
Icahn Carl
Icahn Carl
Florida
$927M $0 1 3.32% Maintained
17
Capital Research Global Investors
Capital Research Global Investors
California
$918M -$105K 2 0.33% Reduced
18
Norges Bank
Norges Bank
Norway
$917M +$224M 10 0.48% Increased
19
BlackRock Group
BlackRock Group
United Kingdom
$882M -$117M 14 0.52% Reduced
20
Capital World Investors
Capital World Investors
California
$842M -$68.2M 4 0.25% Reduced
21
Geode Capital Management
Geode Capital Management
Massachusetts
$819M +$9.41M 20 0.5% Increased
22
Neuberger Berman Group
Neuberger Berman Group
New York
$809M -$289K 5 1.04% Reduced
23
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$766M +$91.8M 8 0.17% Increased
24
Primecap Management
Primecap Management
California
$671M -$49.9M 1 0.74% Reduced
25
Invesco
Invesco
Georgia
$638M +$46.7M 13 0.27% Increased